It is projection/opinion and not a statement of fact. Increase the earning potential of your money for maximum profit! The portfolio analysis section is representative of the underlying Fund. Few investment solutions help minimize the trials and tribulations of estate planning the way a segregated fund contract can. Note: Only the Sun Life Prosperity Money Market Fund maintains a PHP100 minimum and additional investment amount. Speed. Top holdings and allocations of the Underlying Fund as of December 31, 2019 iShares Core S&P 500 Index ETF (IVV) 13.2% Sun Life BlackRock Canadian Composite Equity Class 9.5% Sun Life Granite Tactical Completion Fund 7.7% Sun Life Schroder … The Fund's investment objective is to seek income and capital appreciation, with a bias towards income, by investing primarily in fixed income mutual funds and, to a lesser extent, equity mutual funds. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. It is projection/opinion and not a statement of fact. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. Research current and historical price charts, top holdings, management and full profile. The Underlying Fund invests mostly in shares and bonds of firms from around the world. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Sun Life Granite Managed Solutions invest in mutual funds and/or exchange traded funds (ETFs). Get quote details and summary for Sun Life Granite Balanced Growth Portfolio O (SUNO150). This is a great list of mutual funds as a starting point for research but does not constitute financial advice. You already have the full fund code and can use this to find your fund fact sheet. This portfolio aims to deliver a sophisticated but simple investment solution. For customers who bought plans directly from Sun Life Financial of Canada or Confederation Life: If the fund code in your annual statement starts with a letter you don’t need to add anything to the beginning of the code. The portfolio analysis section is representative of the underlying Fund. Sun Life Granite Growth Portfolio A (SUN153) 15.04 -0.06 ( -0.37% ) CAD | Dec 10 Quote Sun Life Granite Growth Portfolio - $18,734 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000 $17,000 $18,000 $19,000 CURRENT VALUE OF A $10,000 INVESTMENT Initial investment amount: $10000 Time frame: Start Feb 2012 End Nov 2020 The calculator generates an approximate rate of return using performance information as at the first … The portfolio management team uses underlying funds and ETFs to create a strategic, long term asset mix which focuses on preserving capital. It is always recommended to speak to an advisor or investment professional before investing. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Partner with Sun Life for a brighter future today! Combine that diversification with the value of maturity and death benefit guarantees, as well as the insurance benefits of Sun Life GIFs suite of products, and you have a solution that is built for a lifetime. The fund’s active management, according to the portfolio managers’ economic and market outlook, helps control risk and maximize return potential. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Sun Life Philippines offers long-term investment funds to meet your goals. In fact, Morningstar has quantified the value of this advice through a term we call “Gamma”. The Fund invests in the Sun Life Granite Balanced Growth Portfolio. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Minimum investment amount: PHP 1,000 As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. No matter what stage of life or the type of investor, Sun Life (GIFs) Granite Managed Portfolios offer a wide range of diversified portfolios that can help to meet Client’s needs. The fund's investment objective is to seek to achieve income and long-term capital growth through exposure to primarily a diversified portfolio of fixed income and income-oriented equity securities by investing primarily in units of Sun Life Dynamic Strategic Yield fund or its successor fund (the "underlying Trust fund"). Yearly Fund Fact Pages. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. This balanced solution invests in core Canadian equity and fixed income solutions while also taking advantage of opportunities in global/international and U.S. equities for added diversification. SunUniversalLife II 5 Account option Account option details and investment objective Asset class Volatility Underlying fund details (December 31, 2019) Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life Assurance Company of Canada Clarica Portfolio Segregated Funds A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Get quote details and summary for Sun Life Granite Growth Portfolio Sr A (SUN253). Some segregated funds also offer resets to lock in growth, while others include an option that can deliver lifetime guaranteed income. The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain long-term capital growth by investing in stocks listed in the Philippine Stock Exchange.. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. Sun GIF Solutions Sun Life Granite Balanced Investment Series A invests directly in units of the Sun Life Granite Balanced Portfolio (the "underlying fund"). Top holdings and allocations of the Underlying Fund as of December 31, 2019 iShares Core S&P 500 Index ETF (IVV) 11.0% Phillips, Hager & North Bond Fund 8.7% Sun Life BlackRock Canadian Composite Equity Class 8.2% Sun Life Granite … Start investing with only PHP 1,000 or USD 1,000 then make subsequent investments for as low as PHP 1,000 or USD 200. Returns for funds less than 1 year old cannot be displayed. The Underlying Fund invests mostly in shares and bonds of firms from around the world. The Fund's objective is to seek capital appreciation and income, with a bias towards capital appreciation, by investing primarily in equity mutual funds and, to a lesser extent, fixed income mutual funds. Know the options that are suited for aggressive investors! *Global Industry Classification Standard (GICS). The Sun Life Prosperity World Voyager Fund gives access to global equities to help you grow and diversify your US dollar investments. Added diversification . Sun GIF Solutions Sun Life Granite Balanced Growth Investment Series A invests directly in units of the Sun Life Granite Balanced Growth Portfolio (the "underlying fund"). Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades The Morningstar Rating TM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Our yearly December 31st Fund Fact pages are available for all segregated funds, including the Variable Investment Options (VIO) under some universal life products. Sun Life Prosperity World Voyager Fund reports: Latest World Voyager Fund Fact Sheet Fund prospectus. Estate planning advantages of segregated fund solutions. These are target-date funds that mature in 2030 or earlier and after 2025. 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